Richard Dombrowski
Wealth Manager
Cell: 814-200-9080
Email: Richard@Risemint.com
Insights from Risemint
"Helping my clients maximize their financial future through a long-term and trusted relationship is what motivates me. I am passionate about helping my clients achieve their goals through an elevated fiduciary level of care."
- Richard Dombrowski, Wealth Manager
Working with Richard using Schwab vs. TD Ameritrade
Risemint utilizes Charles Schwab Institutional because of its robust platform and industry leading reputation, to custody its clients' assets.
- One-to-one relationship focused on the long term.
- Quick access to Richard via a direct line; no more waiting on long hold times.
- Access to robust financial planning with in-house estate and tax planning expertise at no additional charge.
- Custom investment models, structured around removing "bloat", which is so common in conventional investment portfolios and a main cause of underperformance.
Risemint Capital Advisors
Risemint is a fiduciary Advisory firm that provides an elevated fiduciary level of care. We do this through investing heavily in resources, tools, technology and, most importantly, recruiting and keeping top talent.
- Risemint's approach is team based, allowing for specialization as we work through the financial planning process. This allows Richard to utilize his skill sets to maximize the client experience while being available anytime you need him.
- Richard lives by a "get it done right the first time" mantra. This is a crucial first step in ensuring his clients' experiences are wholly satisfying throughout the time working together.
- Here at Risemint, we are investment service driven. We do not make commissions on products and do not have any financial incentive to use any specific funds. The funds we employ in your portfolios are thus purely objectively based and the result of a rigorous selection process.
Schedule Meeting...
Thanks for visiting my page. I hope you find the following helpful in your decision making process. I would greatly value the opportunity to build trust and begin a financial partnership with you.
If you want to have a casual, no pressure conversation, or if you have any questions, please call, email, or schedule a meeting below.